Insurance

From the 'Insurance Menu', you may:

•   Record your insurance policy details against your properties

•   Produce insurance reports  that illustrate active policies, policies coming up for renewal and properties without any insurance

We have included a number of screen shots to give you an idea of how the features work.

From the 'Insurance Menu', select the option you require:

Add New Insurance Policy

To add a new policy, select the property and insurance type and enter the policy details.

To review or  update a policy select the 'View Existing Policy Details' menu and select the appropriate policy from the drop down list.

Note that the selector list gives you the following information:

Insurance Reports

The insurance report filter allows you to generate insurance reports, limited to a property, time period or insurance type.

The Insurance Summary details the policies by property.  Where an active insurance policy does not exist,  a warning will be displayed as illustrated in 63 Constable Road, below.

The report colour coding indicates:

• Yellow = Policy due to start in less than 30 days

• Green = Policy active

• Red = Policy due to expire in less than 30 days

• Black = Policy has expired

The Insurance Summary Table provides a consolidated view of all policies, sorted by property and date.  These may be deleted or exported to Microsoft Excel.